How to Import or Export Reference Mappings in a Fulfillment Channel [Step-by-step guide]

Modified on Thu, 21 Aug at 4:29 PM

When managing reference mappings within a Fulfillment Channel, you may need to import or export them. This is especially useful for quickly configuring a new channel with existing settings. This saves time and reduces the risk of manual errors.

The file format used for these operations is Comma-Separated Values (CSV).

WARNING: This feature is only available for Beta Fulfillment Channels as listed in techOMS Fulfillment Channels - Master List [Guides List].

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To import or export reference mappings:

1. Click Channels from the left menu under the Fulfillment Channels section.

2. Click on the fulfillment channel name.

3. Open the Reference Mappings tab.

4. Press Maintenance and select:

Import: Upload a CSV file containing reference mappings.

WARNING: Before importing, make sure the source and destination channels use the same application. If the applications differ, the import will not show an error, but the mappings will fail.

NOTE: Importing adds new mappings without overwriting existing ones. The changes are saved automatically.
Export: Download all currently saved reference mappings from the channel as a CSV file.

NOTE: Exporting only includes mappings that have already been saved. Unsaved changes are excluded.

If you choose Export, the CSV file is automatically downloaded to your browser.

If you choose Import, a new window appears. Click inside the Files field to select your CSV file, then press Import.

After the import process completes, a confirmation message displays the results. Click OK to close it.